IIA
FXE icon

IPG Investment Advisors’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History

IPG Investment Advisors’s Portfolio FXE Stock Details FXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-2,000
Closed -$207K – 148
2017
Q1 		$207K Buy
+2,000
New +$207K 0.09% 119

Other funds holding FXE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MSU
Mizuho Securities USA New York $4.24B AUM 23.1% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

IPG Investment Advisors's FXE Position: Q2 2017 in Review

IPG Investment Advisors sold out of Invesco CurrencyShares Euro Currency Trust (FXE) in Q2 2017, closing a stake of 2,000 shares — an estimated $207K sold.

IPG Investment Advisors first reported a position in FXE in Q1 2017 and held it in 1 quarter. The position peaked at $207K in Q1 2017. 45 funds tracked by Wall St. Rank hold FXE as of Q2 2017.

  • IPG Investment Advisors reported no remaining Invesco CurrencyShares Euro Currency Trust position as of Q2 2017 after selling out during the quarter.
  • IPG Investment Advisors sold 2,000 Invesco CurrencyShares Euro Currency Trust shares in Q2 2017, an estimated $207K.
  • IPG Investment Advisors first reported a position in Invesco CurrencyShares Euro Currency Trust in Q1 2017 and held it in 1 quarter.
  • IPG Investment Advisors's Invesco CurrencyShares Euro Currency Trust position peaked at $207K in Q1 2017.
  • 45 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q2 2017.

Based on IPG Investment Advisors's 13F filing for Q2 2017, filed 28 Jul 2017.